Amazon and Apple: Two Tablet Makers, Two Drastically Different Fourth Quarters

Amazon is expected to report a giant fourth quarter tomorrow, but the results couldn’t be more different from Apple’s monstrous fourth-quarter results reported last week.
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Ad Sales Are Either Okay, Growing Slower, or Soft. Pick Your Answer!

Depending on who you ask, the ad market is holding steady, or growing more slowly than predicted, or maybe something a little more dire.
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As CEO Bartz Fiddles With Turnaround, Yahoo’s Stock Value Burns

Yahoo — which turned in yet another disappointing quarter on Tuesday, but with all new excuses for the continuing decline in revenue — is now getting toasted by Wall Street. That would be the marshmallow — and not the champagne — kind.
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Analyst Warns of Global iPademic

With iPad 2 hopefuls still queuing outside Apple stores each morning, more than two weeks after the device’s U.S. launch, and international demand causing widespread stock-outs abroad, analysts who follow Apple are scrambling to adjust their iPad sales and earnings-per-share estimates. The latest to do so is Needham’s Charlie Wolf, who today raised his 2011 iPad sales forecast to 30 million units from 20 million.

Verizon iPhone Lines Inversely Proportional to Verizon iPhone Rumors

After the nearly interminable buildup to the iPhone’s launch on Verizon–the years of anticipation, rumors and speculation–you’d think eager buyers would be camping out in front of their local Apple Store and that Verizon stores would literally be overrun with frustrated AT&T iPhone users looking for relief. But evidently that’s not the case.

Cisco Earnings Beat Estimates, but Only by a Little

Air pockets have been transformed into “a period of transition” for CEO John Chambers.

2011 Forecast Calls for 76 Million iPhones With Chance of 32 Million iPads

With the hard launch of the CDMA iPhone at Verizon now just three days away, analysts are tweaking their sales forecasts to reflect its impact. The latest to issue an upward revision: Susquehanna’s Jeff Fidacaro, who raised his price target on Apple this morning to reflect strong presale demand for the Verizon iPhone and a significant increase in its production.

What’s on the Table for Tablets This Year

Walt on the road map ahead for the many tablet computers expected out this year.
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With iPad Sales, Steve Schools the Street Again

In need of a chuckle? Take a look at Wall Street’s first-year iPad sales forecasts. They ranged from 1.1 million at their most conservative to 7 million at their most bullish, and averaged out at 3.3 million. Which is laughably short of the 14.8 million iPads Apple ended up selling in 2010.

Videogame Sales Lagged in 2010 Despite Xbox's High Scores

Microsoft’s Xbox dominated the charts at the end of 2010, despite year-over-year revenue declines for both videogame hardware and software.

Sun Boosts Oracle Profits

But Daddy, I Want an iPhone 4 NOW!

Apple Selling .434 iPads Per Second

Another Tough Quarter for Nokia

Oy Vey eBay